John Quincy Bird
Chief Executive Officer at Albion Financial Group
Profile
Mr. John Q.
Bird, CFA MBA, is a Chief Executive Officer & Co-Founder at Albion Management Group Ltd., a President & Principal at Albion Financial Group and a Member at CFA Institute.
He is on the Board of Directors at The American Alpine Club.
His fascination with social and economic systems gives invaluable context to Albion’s investing and wealth-management strategies.
Specializing in complex financial planning issues, client investment policy formulation, and private account portfolio structure, he helps each client chart a course for long-term prosperity.
Empowering clients to make educated decisions in an ever-changing world is his passion.
Mr. Bird has also served as a board member for the Utah Chapter of the Financial Planning Association, and as Chairman of the Western Region of the National Association of Personal Financial Advisors.
Mr. Bird received his Bachelor of Arts from Middlebury College and an Masters of Business Administration from the University of Utah.
John Quincy Bird active positions
| Companies | Position | Start |
|---|---|---|
Albion Financial Group
 Albion Financial Group Investment ManagersFinance Albion Financial Group provides investment advisory services. It also offers financial planning services. The company was founded by William Tobias Levitt and John Quincy Bird in 1982 and is headquartered in Salt Lake City, UT. | Chief Executive Officer | 2021-08-22 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 2011-07-13 |
Albion Management Group Ltd.
 Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Chief Executive Officer | 2019-12-31 |
The American Alpine Club
 The American Alpine Club Miscellaneous Commercial ServicesCommercial Services The American Alpine Club is a non profit organization which provides grants and volunteer opportunities to protect and conserve the places it climb. It also hosts local and national climbing festivals and events. The company was founded by Fanny Bullock Workman in 1902 and is headquartered in Golden, CO. | Director/Board Member | 2017-12-31 |
Former positions of John Quincy Bird
| Companies | Position | End |
|---|---|---|
| National Association of Personal Financial Advisors | Chairman | 2011-07-13 |
Training of John Quincy Bird
| University of Utah | Masters Business Admin |
| Middlebury College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Albion Management Group Ltd.
Albion Management Group Ltd. Investment ManagersFinance Albion Management Group Ltd., do-business-as Albion Financial Group (Albion), is an independent, SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by John Bird and William (Toby) Levitt in 1982. Albion provides portfolio management services to individuals, families and corporate or business entities. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
Albion Financial Group
Albion Financial Group Investment ManagersFinance Albion Financial Group provides investment advisory services. It also offers financial planning services. The company was founded by William Tobias Levitt and John Quincy Bird in 1982 and is headquartered in Salt Lake City, UT. | Finance |
| National Association of Personal Financial Advisors | |
The American Alpine Club
The American Alpine Club Miscellaneous Commercial ServicesCommercial Services The American Alpine Club is a non profit organization which provides grants and volunteer opportunities to protect and conserve the places it climb. It also hosts local and national climbing festivals and events. The company was founded by Fanny Bullock Workman in 1902 and is headquartered in Golden, CO. | Commercial Services |
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